Associate Gift Planner (Charitable Giving)

Location: United States; ability to work onsite in Minneapolis as needed for team meetings, processing, or other business needs.

Salary: $30.71–$41.55 per hour for this full-time role.

Company

hirify.global Charitable is an independent 501(c)(3) public charity that helps donors, financial advisors, and community partners support charitable causes through giving and legacy planning.

What you will do

• Prepare illustrations, disclosure materials, and tax packets for charitable gift annuities and charitable trusts.
• Provide charitable gift calculations and workflow support to Charitable Gift Planners.
• Coordinate with financial advisors, donors, endowment partners, Gift Planners, Consultants, donor services, and service operations.
• Support legal due diligence and the processing of charitable gifts from living and deceased donors.
• Respond to charitable planning inquiries and explain giving, grant, and generosity services.
• Document, improve, and optimize workflows, systems, and the end-customer experience.

Requirements

• Bachelor’s degree or at least 3 years of experience in fundraising or a related field.
• Experience working with data management systems.
• Advanced proficiency with Microsoft Word, Excel, and other office technology.
• Strong problem-solving, creative thinking, judgment, analytical, and decision-making skills.
• Ability to work in a time-sensitive environment, maintain accuracy and attention to detail, and handle confidential information discreetly.
• Ability to work onsite in Minneapolis as needed for team meetings, processing, or other business needs.

Nice to have

• Knowledge of planned giving vehicles, PG Calc, Stellar iPhi, or other core systems.
• Paralegal or similar experience.

Culture & Benefits

• Focus on exceptional client service, continuous improvement, employee engagement, and responsible stewardship.
• Potential benefits include medical, dental, and vision insurance; HSA; FSA; 401(k); pension; and disability and life insurance.
• 20 days of paid time off, sick and safe time, 10 paid company holidays, volunteer time off, and paid parental leave.
• Additional well-being benefits, employee assistance resources, bonuses, and other benefits may be available subject to applicable plans and policies.